StubWorld: Axiata Is Coming Up Cheap
Both the NAV discount and implied stub for Axiata Group (AXIATA MK) are around their lows since the CelcomDigi (CDB MK) / Digi merger last November.
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HKBN (1310 HK): China Mobile Is the Latest to Show Interest
To get an idea of the appropriate offer price, we examine shareholding dealings from substantial shareholders. Our analysis suggests that a scheme...
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HKBN (1310 HK): Trading Halt, HGC’s Rumoured Takeover Offer
It will be tough to pull off privatisation at the rumoured valuation of more than US$1bn (around HK$6 per share). Nevertheless, the renewed...
477 Views
Carsome: A Paradigm of Circular Economy and Unsung Hero in the Decarbonisation of Transportation
Carsome has reportedly filed for an IPO (dual Nasdaq/SGX listing), and has a great ESG story to tell investors including the role that used car...
478 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
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